See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,712 | $117,983-14.6% | $101,794-1.1% | $142,382-29.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 27.77% | 36.92%-9.1pp | 30.53%-2.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $5,196 | $2,773+87.4% | $2,289+127.0% | $4,299+20.9% |
| Participant deferral / active EE | $9,222 | $4,714+95.6% | $4,084+125.8% | $6,507+41.7% |
| Admin fee / account holder | $18 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |